With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.
In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning,...
This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.
This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).
Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...
This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.
This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.
Clients approaching retirement should consider income tax planning, healthcare coverage, long-term recordkeeping and housing options.
How to help clients create a Retirement Savings Policy Statement (RSPS) and what to consider.
Bob Keebler recaps Private Letter Rulings and case law that occurred in the second quarter of 2015.